Statement, mail & eStatement services for credit unions and community banks
BDI is the long-term strategic partner credit unions and community banks rely on for member communications. Statement print and mail, eStatement delivery, marketing campaigns, document archive, and secure communications. Every touchpoint handled by one trusted partner, with 42 years of financial-institution operating experience, scaled across two facilities.
Print & mail
High-volume statements, notices, and member documents. Accurate, compliant, and on time. Operating at scale across two facilities with redundant production lines so the schedule never slips.
- Smart layouts and marketing-rich statement design
- CASS-certified presort routing built into every job
- Two production facilities with full redundancy
- Accuracy SLAs and end-to-end audit trails
eStatements
Mobile-responsive eStatements with adoption-driving enrollment tools. Members read on any device, on their schedule. And you save on print and postage. Marketing-strong, mobile-compatible, member-ready.
- Crisp readability across phone, tablet, and desktop
- Adoption tooling that drives enrollment growth
- Marketing-rich layouts with embedded offers
- 338M+ eDocuments delivered across credit unions to date
Tax form reporting
Year-end consolidated tax forms. Print, digital, and archived. Built for the regulatory deadlines and member-volume spikes of tax season, with every form tied to an audit trail your compliance team can produce on request.
- 1098, 1099, 5498, and consolidated year-end packets
- Print, digital, and archive delivery from one workflow
- IRS deadline alignment and regulatory updates handled
- Volume-spike capacity built into the production plan
Periodic notices
Regulatory and event-driven notices with full audit trails and version control. Triggered by events in your core, delivered through the right channel for each member, with a record you can pull at any time.
- Triggered directly by events in your core platform
- Channel routing. Print, email, or member portal
- Full version control and approval workflows
- Audit-ready delivery records and confirmations
Marketing campaigns
You choose the channel. We help you get the message out. Strategy, creative, and execution across print and digital, from annual member campaigns to lifecycle automations triggered by core events.
- Campaign strategy + creative + production under one roof
- Print and digital channels, coordinated
- Lifecycle automations triggered from your core
- Variable-data targeting at the member level
Document archive
Long-term retention with PDF export and member-facing retrieval. A compliant, searchable archive that scales from monthly statements to multi-year regulatory holds. Digital Vault, PDF export, or more, configured to meet your needs.
- Digital Vault and configurable retention policies
- Member-facing retrieval through your online banking
- Searchable, audit-ready, regulator-friendly
- Scales from monthly cycles to multi-year holds
Virtual Strongbox
A secure, web-based storage service for your members. A profitable, one-of-a-kind client service. Encrypted at rest, audit-logged, and fully integrated with your existing online banking experience.
- Member-facing secure document vault
- Encryption at rest, full audit logging
- Integrated with your existing digital banking UX
- Revenue-generating member service
Postal optimization
Intelligent presort, address hygiene, and routing that minimize postage spend. Daily NCOA, CASS-certified addressing, and density-based commingling at scale. Across every job we run.
- Daily NCOA address updates
- CASS-certified addressing and verification
- Density-based commingling for lower postage tiers
- Postage analytics with per-job savings reports
Graphic & press
Layout, color management, and high-speed digital press. Under one roof. From concept to printed piece without handing off between vendors, with the design rigor of a creative shop and the production scale of an operations partner.
- In-house creative, layout, and color management
- High-speed digital press production
- Variable-data print for personalization at scale
- Single accountable team from concept to delivery
Billing & loan docs
Statements, billing books, and loan documents. Print or digital. From simple invoices to multi-page disclosure packets, produced and delivered on schedule, with the regulatory rigor lending teams need.
- Recurring billing statements and booklets
- Loan origination, disclosure, and closing packets
- Multi-page assembly with consistent versioning
- Print or digital delivery on member preference